Salesforce is mainly known for its CRM solution although it sells other commercial applications. Onna connects directly with the Lightning API to collect the files hosted in an account. In the future Onna plans to enhance the integration to Salesforce to include content from the CRM.
Type of Account Needed
To enable a Salesforce files collection, you'll need an admin account for Lightning Enterprise. Non-enterprise versions of Salesforce, such as Salesforce Essentials and Lightning Professional, do not have API access included so Onna's integration cannot access the files.
- All files are synced within Lightning Enterprise accounts
Historical information and related metadata, including:
- File Name
- File ID
- File Creation
- File Last Modified
- File Size
Onna Sync Modes
We currently support all sync modes - one-time, auto-sync, or auto-sync and archive.
- One-time is a one-way sync that collects information only once
- Auto-sync means that Onna will perform a full sync first and will keep a continuous sync. Any deletions from the data source will be deleted in Onna, as well.
- Auto-sync & archive means that Onna will perform a full sync first and will continuously add any new files generated at the data source. The sync type does not delete files deleted from the data source
You can export data and metadata in eDiscovery ready format. Load files are available in a dat, CSV, or custom text file.
How to start a collection
Within your workspace, click on 'Add source' and select Salesforce
You will then need to give your source a name, choose your sync mode, and any start and end dates you wish to apply.
By clicking connect, you will be re-directed to sign in through the Salesforce authentication. Note: You will need an admin account on a Salesforce Lightning Enterprise account to collect files.
Once you sign-in, you'll be asked for the following permissions from Onna
After giving permission, you'll be taken back to Onna to begin the collection of files in your account by clicking "Done."
When you click on the Salesforce data source, you will start seeing results being populated.
From this screen, you are able to filter results by date range, categories, and/or extensions using the menu on the left. All files that are visible have been processed and indexed so their content is searchable.
Salesforce files in Onna
Files will be added to Onna in their original format. Below is an example of a PDF collected from a Salesforce account.
Onna's viewer displays the PDF in its original format. You can go through the whole document and view the metadata available on the right hand side.
You can also download the file or share it with another Onna user.
Accessing source audit logs
Click here to learn more about accessing the source audit logs.
Can Onna be used to collect Salesforce CRM content?
Currently, Onna's integration can only be used to collect files within a Salesforce Lightning Enterprise account. Our roadmap includes plans to enhance the integration to include CRM content.
Can I use a regular Salesforce user to collect the Salesforce files?
No, you have to be an admin within the Salesforce Lightning Enterprise account.
Can Onna be used to collect Salesforce Chatter?
This is part of our roadmap but currently not.